+38.3%
OVV vs ARWR
+105.6%
-67.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.9% | -0.8% |
| 7D | -16.7% | -2.9% | -13.8% | -16.5% |
| 30D | -1.5% | -5.4% | +3.9% | -1.1% |
| 3M | +1.6% | -32.2% | +33.8% | +5.1% |
| 6M | +2.0% | -26.5% | +28.5% | +4.2% |
| YTD | +56.8% | -12.4% | +69.2% | +55.8% |
| 1Y | +64.8% | +46.9% | +18.0% | +51.8% |
| 3Y | +38.3% | +116.0% | -77.7% | +9.4% |
| All | +38.3% | +105.6% | -67.3% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ARWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling